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Trinity Financial Advisors’s Bank of America BAC Stock Holding History

Trinity Financial Advisors’s Portfolio BAC Stock Details BAC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11,804
Closed -$501K – 62
2021
Q3 		$501K Sell
11,804
-4,146
-26% -$176K 0.34% 20
2021
Q2 		$658K Buy
+15,950
New +$658K 0.46% 19